Mainstay Balanced Financials
| MBINX Fund | USD 32.63 0.14 0.43% |
Mainstay |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Mainstay Balanced Fund Summary
Mainstay Balanced competes with Rational/pier, Gmo Emerging, Ms Global, Versatile Bond, and Barings Active. The fund invests approximately 60 percent of its assets in stocks and 40 percent of its assets in fixed-income securities and cash equivalents. Although this 6040 ratio may vary, the manager has adopted a fundamental policy that it will be a balanced fund. The fund may invest up to 20 percent of its net assets in foreign securities, but only in such securities that the Subadvisor for the fixed-income portion of the fund, and the Subadvisor for the equity portion of the fund, in accordance with each Subadvisors investment process.Specialization | Allocation--50% to 70% Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US56063U1170 |
| Business Address | Mainstay Funds Trust |
| Mutual Fund Family | MainStay |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 624 6782 |
| Currency | USD - US Dollar |
Mainstay Balanced Key Financial Ratios
Mainstay Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mainstay Balanced's current stock value. Our valuation model uses many indicators to compare Mainstay Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mainstay Balanced competition to find correlations between indicators driving Mainstay Balanced's intrinsic value. More Info.Mainstay Balanced Fund is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Mainstay Balanced Fund is roughly 10.16 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Mainstay Balanced's earnings, one of the primary drivers of an investment's value.Mainstay Balanced Systematic Risk
Mainstay Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Mainstay Balanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Mainstay Balanced correlated with the market. If Beta is less than 0 Mainstay Balanced generally moves in the opposite direction as compared to the market. If Mainstay Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Mainstay Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Mainstay Balanced is generally in the same direction as the market. If Beta > 1 Mainstay Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Mainstay Balanced November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Mainstay Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Mainstay Balanced Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Mainstay Balanced Fund based on widely used predictive technical indicators. In general, we focus on analyzing Mainstay Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Mainstay Balanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3794 | |||
| Information Ratio | (0.17) | |||
| Maximum Drawdown | 2.43 | |||
| Value At Risk | (0.62) | |||
| Potential Upside | 0.6587 |
Other Information on Investing in Mainstay Mutual Fund
Mainstay Balanced financial ratios help investors to determine whether Mainstay Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mainstay with respect to the benefits of owning Mainstay Balanced security.
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